Hilltop Wealth Advisors

Latest statistics and disclosures from Hilltop Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVW, MUB, IJR, VEA, FENY, and represent 62.21% of Hilltop Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: MUB, IJR, USMV, FENY, VWO, ESGD, SUSA, ESGE, IVE, ESML.
  • Reduced shares in these 10 stocks: IVW, MGK, VO, MGC, MGV, JPM, IVV, VV, VUG, EEMV.
  • Hilltop Wealth Advisors was a net buyer of stock by $2.7M.
  • Hilltop Wealth Advisors has $142M in assets under management (AUM), dropping by 0.73%.
  • Central Index Key (CIK): 0001786241

Tip: Access up to 7 years of quarterly data

Positions held by Hilltop Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Hilltop Wealth Advisors

Companies in the Hilltop Wealth Advisors portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 18.0 $26M -3% 346k 73.91
Ishares Tr National Mun Etf (MUB) 14.4 $20M +5% 176k 116.17
Ishares Tr Core S&p Scp Etf (IJR) 12.3 $18M +4% 160k 109.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.1 $13M 257k 50.49
Fidelity Covington Trust Msci Energy Idx (FENY) 8.5 $12M +4% 842k 14.41
Ishares Tr Msci Usa Min Vol (USMV) 7.7 $11M +6% 149k 73.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $6.1M +4% 122k 50.01
Ishares Tr S&p 500 Val Etf (IVE) 3.8 $5.4M +2% 37k 145.41
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $5.0M -2% 21k 236.74
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $4.8M 62k 76.66
Vanguard World Mega Cap Index (MGC) 3.0 $4.3M -2% 28k 152.38
Vanguard World Mega Grwth Ind (MGK) 2.6 $3.6M -4% 16k 234.82
Vanguard World Mega Cap Val Etf (MGV) 1.5 $2.2M -2% 22k 97.85
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.0 $1.5M +24% 19k 78.37

Setup an alert

Hilltop Wealth Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.4M 5.2k 263.16
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $820k +31% 8.5k 95.95
Ishares Esg Awr Msci Em (ESGE) 0.5 $726k +28% 18k 41.45
Ishares Tr Core Msci Eafe (IEFA) 0.5 $694k 9.4k 74.20
Ishares Tr Esg Aware Msci (ESML) 0.5 $643k +24% 17k 39.02
Vanguard Index Fds Growth Etf (VUG) 0.4 $507k 1.7k 290.38
Ishares Msci Emerg Mrkt (EEMV) 0.3 $455k 7.3k 62.64
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $450k +35% 21k 21.63
Microsoft Corporation (MSFT) 0.3 $427k 1.5k 282.03
Walt Disney Company (DIS) 0.3 $389k 2.3k 169.28
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $385k 6.0k 63.85
Johnson & Johnson (JNJ) 0.2 $336k 2.1k 161.62
Home Depot (HD) 0.2 $336k 1.0k 327.80
Ishares Tr Core S&p500 Etf (IVV) 0.2 $330k -6% 766.00 430.81
JPMorgan Chase & Co. (JPM) 0.2 $317k -9% 1.9k 163.74
Highwoods Properties (HIW) 0.2 $311k 7.1k 43.80
Ventas (VTR) 0.2 $289k 5.2k 55.26
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $287k 3.8k 75.25
Peak (PEAK) 0.2 $273k 8.1k 33.53
Rbc Cad (RY) 0.2 $236k 2.4k 99.33
Vanguard Index Fds Large Cap Etf (VV) 0.2 $232k -2% 1.2k 200.52
Ishares Tr Core Msci Total (IXUS) 0.1 $205k 2.9k 71.06

Past Filings by Hilltop Wealth Advisors

SEC 13F filings are viewable for Hilltop Wealth Advisors going back to 2019